Erste Group Bank Has Pessimistic View of JPM FY2026 Earnings

JPMorgan Chase & Co. (NYSE:JPM) – Stock analysts at Erste Group Bank decreased their FY2026 earnings per share estimates for JPMorgan Chase & Co. in a report released on Friday, June 5th. Erste Group Bank analyst H. Engel now forecasts that the financial services provider will post earnings per share of $22.25 for the year, down from their previous forecast of $22.28. The consensus estimate for JPMorgan Chase & Co.’s current full-year earnings is $22.40 per share. Erste Group Bank also issued estimates for JPMorgan Chase & Co.’s FY2027 earnings at $23.55 EPS.

A number of other brokerages also recently weighed in on JPM. Piper Sandler lifted their target price on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Zacks Research downgraded JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Barclays restated a “buy” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, May 6th. Evercore lifted their target price on JPMorgan Chase & Co. from $320.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, April 17th. Finally, UBS Group cut their target price on JPMorgan Chase & Co. from $380.00 to $375.00 in a research report on Wednesday, May 6th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $339.08.

JPMorgan Chase & Co. Price Performance

Shares of JPM opened at $313.85 on Friday. JPMorgan Chase & Co. has a 1 year low of $262.71 and a 1 year high of $337.25. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.86 and a quick ratio of 0.86. The company has a market capitalization of $840.97 billion, a price-to-earnings ratio of 15.03, a price-to-earnings-growth ratio of 1.51 and a beta of 1.00. The business has a 50-day moving average of $305.78 and a 200-day moving average of $306.87.

JPMorgan Chase & Co. (NYSE:JPM) last announced its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same period last year, the firm posted $5.07 earnings per share. The business’s revenue for the quarter was up 10.0% on a year-over-year basis.

Institutional Investors Weigh In On JPMorgan Chase & Co.

Several institutional investors have recently bought and sold shares of the stock. Roxbury Financial LLC boosted its holdings in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock valued at $2,581,000 after acquiring an additional 31 shares during the period. Collective Family Office LLC grew its position in shares of JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after buying an additional 32 shares during the last quarter. Rialto Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 3.6% in the 3rd quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock worth $304,000 after buying an additional 33 shares during the last quarter. Essential Planning LLC. grew its position in shares of JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock worth $451,000 after buying an additional 33 shares during the last quarter. Finally, Sterling Group Wealth Management LLC grew its position in shares of JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock worth $1,183,000 after buying an additional 33 shares during the last quarter. 71.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 433 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $295.06, for a total value of $127,760.98. Following the transaction, the insider directly owned 64,920 shares in the company, valued at $19,155,295.20. This represents a 0.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares in the company, valued at $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 28,589 shares of company stock valued at $8,747,496. 0.41% of the stock is owned by company insiders.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, July 6th. JPMorgan Chase & Co.’s payout ratio is presently 28.74%.

Key JPMorgan Chase & Co. News

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: Erste Group lifted its FY2027 EPS forecast for JPMorgan Chase to $23.55 from $23.47 and kept FY2026 above the broader consensus, signaling confidence in earnings growth. Erste Group raises JPMorgan earnings estimates
• Positive Sentiment: JPMorgan’s involvement in tokenized Treasury settlement and broader digital-asset infrastructure suggests the bank is benefiting from innovation in capital markets and payment systems. Tokenized Treasuries Are Moving Onto the XRP Ledger
• Positive Sentiment: Reports that JPMorgan is expanding private banking and deploying capital in the Gulf point to continued international growth in wealth management and institutional banking. JPMorgan deploys $20bn in Gulf
• Neutral Sentiment: Market commentary around inflation, interest-rate expectations, and oil volatility may affect bank stocks broadly, but the impact on JPMorgan is indirect for now.
• Neutral Sentiment: Analyst and media coverage of JPMorgan’s own market calls and client activity adds visibility, but does not materially change the near-term fundamental outlook on its own.
• Negative Sentiment: The Justice Department’s subpoenas in the “debanking” probe create headline risk and could lead to regulatory scrutiny of JPMorgan’s account-closure practices. DoJ subpoenas major banks over account closures

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.